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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,450 | $121,719-49.5% | $210,053-70.7% | $116,462-47.2% |
| Participation rate | 35.7% | 76.0%-40.3pp | 80.8%-45.1pp | 74.7%-39.0pp |
| Annual return | 14.14% | 14.29%-0.2pp | 232.76%-218.6pp | 15.65%-1.5pp |
| Employer contribution / active EE | $0 | $2,386-100.0% | $4,521-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,950 | $3,917-50.2% | $4,238-54.0% | $3,836-49.2% |
| Admin fee / account holder | $17,589 | $13,730+28.1% | $16,990+3.5% | $12,754+37.9% |